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4 short steps in your portal

How to share your lead form

A form only helps if people can reach it. Send a link, put the form on your own page, or print a QR code. However they come, each new person lands in My leads as a lead.

Before you start

Step 1 of 4

1

Copy the link

The link is the quickest way to share. Use it in a message, an email or a social post.

  1. Open Forms in your portal.
  2. Find your form and click Copy link.
  3. Paste the link where you want people to find it.
What you should see

The message Link copied at the corner of your screen.

Step 2 of 4

2

Put the form on your website

The embed code shows the form inside one of your own pages.

  1. Click Copy embed code on your form.
  2. Open the page in your website editor and add a Custom HTML block.
  3. Paste the code into the block, then save and publish the page.
What you should see

The form on your page, with the same questions as your picture in the portal.

Step 3 of 4

3

Choose where a scan opens

Do this before you print. A scan can open your form or a page of your own.

  1. Click your form's name in Forms, then find the QR code card.
  2. Under When someone scans it, open, pick This form or My own page.
  3. For My own page, put the embed code on that page first, as in step 2. Without it, a scan brings no new lead.
  4. Type the full address of that page. It must start with http or https.
  5. Click Save.
What you should see

Your choice kept on the QR code card after you save.

Step 4 of 4

4

Save and print the QR code

A QR code lets people at a stand or event open the form with a phone.

  1. Click the QR button on your form. It saves the QR code as a picture file named after your form.
  2. Scan the picture with your own phone before you print many copies.
  3. Put the picture on your poster, flyer or screen.
What you should see

A square picture file on your computer, black on a white background.

Your form is out in the world. Each person who fills it in is waiting for you in My leads. Follow How to add your form leads to a campaign to follow up.

Stuck? Send us a screenshot on WhatsApp.